Author: Livia Tay, MY
Last Updated: January 13, 2025
Commission Management is a key feature in our back-office portal where the Operations (Ops) team manages the distribution of rebates based on client requests. This process ensures accurate and efficient handling of commission allocations for each financial instrument.
Key aspects of the Commission Management
- Client-Centric Operations
Rebates are distributed based on specific client requests, ensuring personalized and precise service. Kindly refer to image 1.1.15.1a for more information.
Note: The excel in image 1.1.15.1a is a template from Sales to Ops.
image 1.1.15.1a - Instrument-Based Distribution
Each financial instrument is handled individually, maintaining clarity and accuracy. Kindly refer to image 1.1.15.2a for more information.
image 1.1.15.2a
This module is essential for maintaining transparency and trust with clients while enabling the Ops team to perform their tasks efficiently.